Just a week ago we told you that Nvidia has decided to increase the Price of its GPU for games between 5 and 10%. And that of his chips for artificial intelligence (AI) up to 15%. This decision is the result of the multiple crises facing the company led by Jensen Huang and a business strategy that seeks to protect its benefits in a moment of uncertainty. But first of all it has been promoted by the increase in TSMC prices.
This Taiwanese semiconductor manufacturer, the largest on the planet, has increased the price of its most advanced nodes and its customers will spread this increase throughout the entire production, distribution and sale chain. Nvidia is one of them, but it is important that we do not overlook that in the TSMC client portfolio they also break through Apple, AMD, Qualcomm, MediaTek, Broadcom or Intel, among many other companies.
The TSMC leadership position protects its competitiveness from price increases
It is a fact: TSMC is going to raise the price of its wafers by 10% for 2025. This information has been circulating in the Asian media specialized in the semiconductor industry, and at the situation of current uncertainty that has triggered the commercial warfare that the US and China is perfectly credible. It is not yet clear what nodes will be affected by the climb, but it is reasonable to assume that little by little it will reach all TSMC avant -garde integration technologies.
Presumably the US government will activate in July, after a 90 -day suspension, its tariffs on imported chips
This context invites us to ask ourselves what has caused CC Wei and the directive dome of this company to make this decision, and in all likelihood there is no single reason. However, and from this we can be safe, TSMC, NVIDIA and most of the companies directly involved in the semiconductor industry foresee that The US government will activate in Julyafter a 90 -day suspension, their tariffs on imported semiconductors.
As we have just seen, many of the TSMC clients are US companies. This Taiwanese company is developing its production infrastructure within the US with the purpose of protecting its administration tariff business, but for the moment almost all its integrated avant -garde circuits leave their Taiwan plants. And future tariffs will increase them when entering the US.
In addition, manufacturing chips in the country led by Donald Trump is more expensive than doing it in Taiwan, so it would be unrealistic to assume that The price of wafers TSMC will moderate when its new Arizona plant begins to manufacture large circuits integrated in the N4 node (5 Nm) on a large scale.
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